return to top button image

BLOG

blog thumbnail

BLOG

[16 May] Awesome Agency Tip 4: Celebrate Sales Goals

Cake and martinis, could there be anything more perfect? Big commission checks maybe. One thing all awesome agencies have are sales goals that are big and documented and motivating. However, less than half the agencies have them when I start working with them as their insurance consultant. I’ll take any excuse to have cake and […]

Read More

[16 May] Feedback-It’s Not Just at Review Time Anymore

One tool I use quite often is my agency assessment. This is a 300 question anonymous survey I provide to my clients. Trust me, I find out all sorts of interesting things (the open ended questions are my favorite). One question I always have to stop and focus on is, “How often does the team […]

Read More

[13 May] Awesome Agency Strategy 1: Goals Aren’t Just For Soccer

To be an awesome agency you must set clear and measurable goals. How can we know when to celebrate when we don’t know where we are trying to go? Goals can’t be top secret and only revenue driven.  They have to be something you can share with the entire agency. When done right, goals help […]

Read More

[08 May] My Goal is To Fail Once Per Week

Who plans to fail. I do! You may think I’m crazy but I love failing.  To be clear, I love succeeding far more but at this point in my career and life I have learned to really value failure. I’m always amazed at the fear of failure. It’s all around us!  Here are just some […]

Read More

[06 May] How to Take Critical Feedback Like a Champ

No one likes to hear anything negative, especially about ourselves. We are all perfect, right? Far from it! Our ability to accept and process critical feedback is a key factor to growth and development. Listen, we don’t ever have to like the process but we all need to identify the huge opportunity that exists in […]

Read More

Our agencies tell the story

“Kelly had some awesome tips and is very knowledgeable on the subject. Love how she is also very down to earth and easy to talk with!”

Lindsey Hamm

Welsh's Insurance Agency

“I think this process was very beneficial and I think we are in a position for a very strong year and the future is very bright. I was able to take account of myself through our interviews and discussions and have found many areas in which I personally need to improve. You have also given me a sense of direction going forward to be a better boss, person and mentor to our staff.”

Roger

Owner
Preferred Insurance Center

“Great to work with ! Very understanding of the initial frustration and trained/encouraged us on how to handle the change in work processes.”

Kelly Nielsen

Customer Service Agent
Sheets, Forrest, Draper

“I feel your visit to our agency was very beneficial. For me, it was like a therapy session and the Amnesty Day was a great idea. I feel refreshed and I have a much better attitude. The attitude of the entire agency has improved immensely. I think we are striving to work more as a team. We are trying to be more encouraging to each other and to applaud each other’s accomplishments. Thanks for being a nice, caring person!”

Phyllis Buening

Preferred Insurance Center

“We are so grateful for you and all you have done to help our agency and our team. We are all now part of the big picture and it has changed the whole dynamic for the better. APP Rocks!!!!!”

Maegan Burbank

Insurance Specialist
IMG

“I want to thank you for stopping by the office, evaluating, listening and hearing us. I feel like the mood of the office has improved 100%. I also feel appreciated. We will have some hurdles to overcome, but I think we should get through them. The Tigger has been passed around a bit.”

Kathy

Account Manager
Preferred Insurance Center

“I’m glad you came out to talk to all of us. It seems to have helped the attitude in the office. Still have our moments, but much better. Dan has improved, also. He seems to be listening to us more and getting our input. Thanks for your help.”

Kelly

Account Manager
Preferred Insurance Center